Market Insight and Commentary



20 January 2026 | Dan Babington

Value vs Growth Stocks: A One-Sided Boxing Match?

Have you ever wondered what one of TAM’s Investment Committee meetings looks like? Often, reaching a consensus takes much back and forth and sometimes it can feel like a bit of a boxing match. So, true to form we wanted to bring you our latest match up. In this note, framed as a classic head-to-head bout, Dan Babington, TAM’s Portfolio Manager and TAM’s Independent Macroeconomist, Alex Dryden look to determine whether growth or value investing will reign supreme in the years to come. This note was originally published on Alex’s macro blog Financial Fables. For weekly market insight you can...

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